Working with data
Working with data
Using Beacon to manage supporters, payments, events, and more.
15 articles

+3Written by Sam Corney, Ben Cook, David Simpson and 3 others


Defining relationships between people
Beacon lets you define and configure how people relate to other people and organisations in your database.Written by Sam Corney. Updated over a week ago
Soft credits
Track the value of payments to people and organisations when they're not the payer or donor.
Written by Ben Cook. Updated over a week ago
Helpful filtering examples
Five step-by-step examples of filters to help you customise the way you see your data
Written by Ben Cook. Updated over a week ago
Working with views
Set up multiple views for you or your team to quickly see the data that matters
Written by Ben Cook. Updated over a week ago
Understanding timelines
Easily see changes and activity relating to your records
Written by Ben Cook. Updated over a week ago
Sending notifications to your team
Let your team know when important things happen in your database
Written by David Simpson. Updated over a week ago
Merging records
Merge multiple records into a single record
Written by Ben Cook. Updated over a week ago
Deleting records
How to get rid of records you no longer need
Written by Gareth Lemon. Updated over a week ago
Managing your Columns
Change what you can see when viewing a list of records - a powerfully efficient first glance at your data
Written by Luke Marlowe. Updated over a week ago
Finding duplicate records
Keep an accurate, single view of your supporters by filtering for and merging duplicate records
Written by Chris Houghton. Updated over a week ago
Searching & filtering records
Quickly and easily find records
Written by Ben Cook. Updated over a week ago
Bulk updating records
Adding the same information to multiple records in one go
Written by Ben Cook. Updated over a week ago
Bulk creating related records
Simultaneously create multiple records that relate to a given list of records in Beacon
Written by Ben Cook. Updated over a week ago
Working with collection tins
Keep track of and manage collection tins, pots, buckets or boxes of smaller donations from the local community
Written by Luke Marlowe. Updated over a week ago
Managing Contact Preferences
Correctly store information on how you are permitted to contact supporters
Written by Luke Marlowe. Updated over a week ago